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Key Trends and Concerns for Investors in 2025

WiserAdvisor

According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. However, it is important to note that this does not mean you no longer need a financial advisor. So, what can you do?

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How the One Big Beautiful Bill Impacts Tax Advisors

Harness Wealth

Qualifying children born 2025–2028 will receive an account seeded with $1,000 at birth that can receive annual tax contributions and grow tax-deferred. These deductions are set to expire in 2028, and forward-thinking advisors are already identifying eligible clients and building sunset-aware plans.

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Stocks that are likely to benefit from India’s ₹5,400 Cr Battery Energy Storage Systems Push

Trade Brains

Also, the Indian government has extended the waiver of ISTS (Inter-State Transmission System) charges for BESS and pumped hydro storage projects to June 2028, which could make these investments more economically viable. How is this important for India?

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Top 5 Infrastructure Projects in Hyderabad Set to Boost Property Prices in Coming Years

Trade Brains

Regional Ring Road (RRR) & Ratan Tata Radial Expressway The RRR is a 340-km project which includes a ring road that will connect and enclose Hyderabad via 20 national highways to assist logistics, which will increase economic development in small towns such as Shadnagar, Bhuvanagiri, Gajwel, and Sangareddy.

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Market Commentary: Taking a Look at the AI Economy as Stocks Approach New Highs

Carson Wealth

trillion in spending from 2025 to 2028 on chips, servers, and data center infrastructure (for perspective, that’s 10% of US GDP). This will result in a big swing in its contribution to economic growth, from the positive side to the negative side. Morgan Stanley estimates $2.9

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How Will the One, Big, Beautiful Tax Bill Impact Markets?

Carson Wealth

In fact, there’s a national accounting identity that precisely relates profits to the various components of GDP, called the Levy-Kalecki profit equation: What it captures is the various sources of profits on a broad economic level. of GDP by 2028. increases profits. trillion American Rescue Plan of 2021 ~ $1.9 Here’s the thing, though.

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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

So Pax Americana, 80 years of growth and economic success, much of which accrued to the benefit of the US are, are you implying that that is now at risk? 00:48:54 [Speaker Changed] Well, it’s a fairly well established economic historical subject, which is that what the plague did? 00:42:47 [Speaker Changed] Yes, absolutely.